"I wouldn't trade this job for anything. It's a privilege to get to know people on a personal basis and make a difference in their lives."
Since 1989, I have been helping people simplify their financial lives. Over the years, I have built a team of financial professionals who complement me and bring tremendous value to our clients. We realize that there are few aspects of life that bring more peace (comfort) than financial security. Worrying about your financial future can be a huge burden on both you and your loved ones. Let us help you. We will invest our time in you, so you can spend your time doing what matters most.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Ohio and Wisconsin
California Insurance License #0763281
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.